our services

At File Management LLC, we offer a variety of services to help streamline your office processes, including:

Records & Information Management

Effective management of data is crucial to your business success. And File Management, LLC, makes this daunting task simple and manageable. We approach each project with our proven, step-by-step process and clients are amazed at how smoothly and how quickly their records can become organized, automated and protected. We save you bottom line costs.

      • Set up an initial filing system for new businesses.
      • Inventory/audit all existing records and information.
      • Identify records vital to business continuity.
      • Prepare a researched Records Retention Schedule.
      • Plan and complete destruction of unnecessary records.
      • Establish on- or off-site records storage system.
      • Relocate or purge file room.
      • Evaluate and re-organize existing filing systems.
      • File loose documents.
      • Determine document imaging needs and processes.
      • Automate corporate library and reference collections.
      • Train staff in record keeping and information management procedures.
      • Provide short- or long-term on-site staffing to ensure continued use of information management system.

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Business Consulting

At File Management LLC, we focus on information management — but we know that’s only one important component of running a successful business. That’s why we also provide one-on-one consulting to help streamline processes across your entire business. With decades of business ownership and management experience, File Management LLC executives are well-equipped with business-building knowledge and skills, and they are passionate about sharing their expertise.

Our business consulting projects include:

      • Business plan development.
      • Business marketing.
      • Strategic business planning.
      • Workflow and personnel evaluation for staffing needs.
      • Information protection programs.
      • Policy and procedure manuals.

      Presentations, Workshops and Seminars
      • Keeping Your Business on Track
      • Planning for Your Business’ Future: Exit Strategy
      • Basic Filing and Organization for the Small Business
      • Marketing on a Very Small Budget
      • Strategic Planning
      • Using ACT! Contact Management Software to Increase Sales
      • Buying/Selling a Business (Tips from a Non-Lawyer)
      • Networking and Building Connections
      • Bringing Order Out of Chaos: Identifying Your Chaos and Clearing
        It Out

       

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Disaster Planning

In recent years, we’ve seen thousands of businesses affected by disasters such as 9/11 and Hurricane Katrina. Those that make it through these disasters are usually the ones who have prepared for such events through business continuity planning. File Management, LLC, works with forward-thinking companies to prepare business continuity plans, which may become a company’s ticket to survival in the event of a local incident like a building fire, regional incident like an earthquake, or national incidents like a pandemic illness.

When we conduct business continuity planning, we undertake the following steps:

      • Evaluate all current practices.
      • Identify critical processes to define the cost of business interruption.
      • Write a recovery plan for protection of critical information and processes.
      • Plan for the continuation of the business in the event of a disaster.
      • Build vulnerability audits and assessments.
      • Define acceptable recovery times.
      • Provide expertise and support when a business disruption occurs.
      • Recommend recovery strategies.
      • Develop emergency response plans.
      • Develop recovery teams.

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Software TrainingSoftware Training

At File Management, LLC, we know information management is as critical for everyday processes as it is for back-office storage. That’s why we provide setup and training for some of the most useful small business software programs available.

Need to upgrade to a professional bookkeeping program? We’ll help you set up Quickbooks and show you how it can simplify your business processes. With our easy, one-on-one training, using Quickbooks will be second nature to you right away.

We provide comprehensive training and consultation on ACT! Software, the bestselling sales force automation software on the market. With ACT!, you or your sales staff can organize and manage contacts and customers for better sales results and improved customer relationships. We can help you plan, implement, and train your staff to use ACT!, as well as provide ongoing support.

Find out how File Management, LLC can help you implement Quickbooks or ACT!, Contact & Customer Management software. Contact us today.

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